CCA

Clarity Capital Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 12.64%
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$420K
3
+$353K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$280K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$257K

Top Sells

1
+$110K
2
+$103K
3
+$95.1K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$35.3K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.5K

Sector Composition

1 Financials 2.77%
2 Technology 2.59%
3 Communication Services 0.34%
4 Utilities 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.34%
2,412
-28
52
$436K 0.34%
975
+1
53
$430K 0.33%
16,203
-3,580
54
$402K 0.31%
4,094
55
$393K 0.3%
2,329
+42
56
$389K 0.3%
7,979
+47
57
$367K 0.28%
15,550
58
$359K 0.28%
3,882
+3
59
$340K 0.26%
5,807
+45
60
$332K 0.26%
3,711
+34
61
$312K 0.24%
2,925
+10
62
$307K 0.24%
8,747
+151
63
$303K 0.23%
1,566
-14
64
$302K 0.23%
8,007
+94
65
$269K 0.21%
6,552
+26
66
$269K 0.21%
10,374
67
$265K 0.21%
1,453
68
$257K 0.2%
7,392
69
$250K 0.19%
5,336
+32
70
$242K 0.19%
4,663
+19
71
$238K 0.18%
8,843
+144
72
$237K 0.18%
5,708
+32
73
$233K 0.18%
600
74
$213K 0.16%
1,415
+36
75
$213K 0.16%
2,532
+9
1 2
3
4